Robert J. Bancroft
Founder & Instructor
Bob is the founder and owner of Global Wealth Management Institute and the author of the Institute’s “Wealth That Lasts” classes. Throughout his 27-year career, Bob has been an OTC Stock Trader, Financial Advisor, Branch Manager, and District Manager. Bob holds a Bachelor’s Degree in Finance from Michigan State University. Since 1989, he has focused his career on learning, adapting, and teaching the methods of institutional wealth management for affluent individuals, families, and fiduciaries.
Jason K. Bleimeyer
Jason has been in the financial services industry for more than twenty years. In his practice, he advises institutions, fiduciaries, and individuals on sector analysis, asset allocation, and security selection. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency. Jason has taught in conjunction with the Wharton School of the University of Pennsylvania and is sponsored by the Investment Management Consultants Association (IMCA). He also holds the designation of Certified Investment Management Consultant sponsored by IMCA.